Plan Snapshot
- Plan Sponsor: Forensic Analytical Specialties, INC.
- Sponsor EIN: 943018588
- Sponsor Address: 21228 CABOT BLVD., HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $34.4M | $482,842 | $1.2M |
| 2023 | 162 | $31.9M | $514,648 | $1.3M |
| 2022 | 174 | $31.2M | $494,123 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | CONTRACT ADMINISTRATOR | $116,573 | — | $116,573 |
| SAGEVIEW ADVISORY GROUP | INVESTMENT ADVISOR | $35,798 | — | $35,798 |
| WRIGHT FORD YOUNG & CO. | AUDITOR | $19,990 | — | $19,990 |
| WRIGHT FORD YOUNG & CO | Auditor | $19,990 | — | $19,990 |
| CARLSON QUINN, INC. | TPA | — | $5,888 | $5,888 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — INVESTMENT ADVISOR
- WRIGHT FORD YOUNG & CO. — AUDITOR
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,239
- Estimated Expense Ratio: 0.577% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $172,361 | $35,798 | — | $19,990 | — |
| 2023 | $183,553 | $35,730 | — | $40,800 | — |
| 2022 | $73,980 | $32,448 | $41,532 | — | — |